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JVMTX vs TOTFX
JVMTX vs TOTFX Comparison
Open Charts JVMTX vs TOTFX
JHancock Disciplined Value Mid Cap R4
Price$29.87
Change+$0.06 (+0.20%)
VolumeN/A
Net Assets24.02B
Transamerica Mid Cap Value Opps R4
Price$11.76
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1B
JVMTX vs TOTFX Comparison Chart in %
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JVMTX vs. TOTFX commentary
Aug 28, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JVMTX is a Buy and TOTFX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24B vs. TOTFX (1B). TOTFX pays higher dividends than JVMTX: TOTFX (1.28) vs JVMTX (0.64). JVMTX was incepted earlier than TOTFX: JVMTX (12 years) vs TOTFX (8 years). JVMTX (1.10) is less costly to investors than TOTFX (0.99). JVMTX (49.00) and TOTFX (48.00) have comparable annual turnover. JVMTX has a lower initial minimum investment than TOTFX: JVMTX (0) vs TOTFX (5000). JVMTX annual gain was more profitable for investors over the last year : -0.45 vs. TOTFX (-1.10). JVMTX return over 5 years is better than : 52.44 vs. TOTFX (15.80).
| JVMTX | TOTFX | JVMTX / TOTFX | |
| Total Expense Ratio | 0.99 | 0.90 | 110% |
| Annual Report Gross Expense Ratio | 1.10 | 0.99 | 111% |
| Fund Existence | 12 years | 8 years | - |
| Gain YTD | 10.777 | 9.294 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24B | 1B | 2,393% |
| Annual Yield % from dividends | 0.64 | 1.28 | 50% |
| Returns for 1 year | -0.45 | -1.10 | 41% |
| Returns for 3 years | 19.35 | 2.58 | 750% |
| Returns for 5 years | 52.44 | 15.80 | 332% |
| Returns for 10 years | 54.45 | N/A | - |
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